Business Forms

• Form 8822-B - Change of Address Business

• Instructions for Form SS-4 EIN#

• Form SS-4 EIN #

Equitable Compensation Applications:

• 2027 Equitable Compensation Application

• 2027 Equitable Compensation Application - Spanish

   Deadline for completed applications for 2027 grants is October 22, 2026

GCFA:

• Local Church Information from GCFA

• 2026 IRS Mileage Rate
  GCFA Local Church

• 501-C3 Group Ruling Request Form (GCFA)

Tax Forms & Vouchers

• Texas Sales Tax Exemption Form

• Texas Hotel Occupancy

• Tax Exemption Form

• Rio Texas Personal Expense Voucher

2026 Local Church Reports (End of Year Reports)

UMCData.net will open for data on January 1, 2027.

• 2026 Local Church Report Instructions

• 2026 Local Church Report Tables

• Link to UMCData.net for Local Church Report Entry

• GCFA Online Attendance Guidance

UMCData.net will close at midnight January 25, 2027.

Reports:

• Standing Rules & Report

Resources:

• 5-Star Churches

• Leasing Church Property to a Third Party

• Audit Guide

Policies:

• Rio Texas Policy Manual

• Rio Texas Policy Manual en Español

• Rio Texas Accounting Policy Guide

• Rio Texas Transition Policy 2025

• Moving Policy

Clergy Compensation

• 2026 Clergy Compass Personal Election

• 2026 Compass: Retirement Plan for U.S. Clergy

• 2027 Compensation Form (Single Church Charge)

• 2027 Compensation Form - Two Point Charge

• 2027 Compensation Form Instructions‍ ‍

• 2027 Rio Texas Minimum Pastoral Support Policies

• 2027 Pastor Payroll Worksheet

• Compass Pension Plan Student Loan Provision (Begins Fall 2026)

2027 HealthFlex Rates & Plan Information includes the following:

• HealthFlex Rates

• HealthFlex Changes

• Plan Comparison

• How do I choose a plan

2027 Church/Pastor Compensation Report:

• 2026 Minimum Compensation & Years of Service Chart

• 2027 Equitable Compensation Form (English)‍ ‍

• 2027 Equitable Compensation Form (Espanol)
  ‍Deadline for completed applications for 2027 grants is October 22, 2026.

• Annual Report of the Deacon

• Appointment to an Extension Ministry

• Continuing Education Report

• Declaration of Candidacy for Ordained Ministry

• Fund Balance Report (complete and return in January)

Additional HealthFlex Resources:

• HealthFlex Participant Login: www.benefitsaccess.org

• HealthFlex Well Being Programs: Wellness Benefits

• Dimensions of Wellness: Wellbeing Overview 

• Accessing HealthFlex Benefits: How to Access Your Benefits

• Wespath Clergy & Congregational Resources - Church & Clergy Resources

• Wespath Upcoming Webinars: Wespath Upcoming Webinars

Lay Servant Ministries Reports:

• Certified Lay Servant Report

• Lay Speaker Report

• Certified Lay Minister Report

• Local Information Sheet

• Minutes of Charge Conference

• Report of the Finance Committee

• Report of the Pastor

• Report of the Trustees

• Trusted con Confianza Rio Texas Safety Policy Report Form